Stage
Quote Requested
5d in stage · 7d target
Est. Premium
$23,500
Annualized
Est. Revenue
$3,666
30% close probability
Weighted Revenue
$1,100
Probability-adjusted
Expected Close
Oct 6
56 days from today
Stage Progression
Advance the opportunity through the sales workflow
- Discovery
- Quote Requested
- Quote Received
- Proposal Presented
- Client Reviewing
- Application Started
- Application Submitted
- Underwriting
- Approved
- Bound
- Issued
IQ Score composition
- Stage progression8/25
- Activity recency20/20
- Client engagement18/20
- Premium size4/15
- Close timing2/10
- Data completeness9/10
Quotes
Carrier quotes attached to this opportunity
No quotes requested yet.
Application & Underwriting
Submission status and outstanding carrier requirements
Application
Not Started
UW Stage
Not in underwriting
Days Pending
—
No outstanding underwriting requirements.
Activity Timeline
Every touch on this opportunity
- Follow-UpJul 2
Discussed coverage gaps and current carrier pricing.
No answer
- Video MeetingJun 19
Left a message with the front desk.
Information sent
Account
Client and ownership detail
- ClientPrime Cadence Studio
- CarrierMomentum Benefits
- ProductGroup Dental
- ProducerMarcus Reed
- Service (CSR)Bethany Cole
- Last activityAug 8
- SegmentGym
- StateWA
- Client since2021-02-27
Contacts
Decision makers on the account
Rex Winslow
Decision makerOwner / Founder
rex@primecadencestud.com · (520) 821-2301
Prefers Phone
Elena Brennan
CFO
elena@primecadencestud.com · (429) 753-3709
Prefers Email
Open Tasks
Work required to advance this deal
- Open
Present Proposal — Group Dental — 2026
Due Aug 18 · Quotes Expiring
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